See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,785 | $180,449-86.8% | $154,107-84.6% | $135,375-82.4% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -9.66% | 888.09%-897.7pp | 735.12%-744.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,496 | $6,035-75.2% | $5,298-71.8% | $4,779-68.7% |
| Participant deferral / active EE | $3,604 | $5,806-37.9% | $5,081-29.1% | $5,609-35.7% |
| Admin fee / account holder | $440 | $16,143-97.3% | $13,411-96.7% | $10,827-95.9% |